A focus on quality and diversification shines through –a review of 2024 and the outlook for 2025
In 2024, our World Stars Global Equity strategy performed strongly despite macroeconomic and geopolitical challenges thanks to its focus on quality and the diversification of
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City A.M. – Meet the Fund manager
J. Stern & Co. World Stars Global Equity Fund Chris Rossbach, our CIO and portfolio manager of our World Stars Global Equity Fund, recently sat
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World Stars Global Equity: Stock selection and diversification drive returns
Quality is the cornerstone of our World Stars Global Equity strategy, guiding every investment decision we make.  In recent years we have experienced an environment
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Commentary
2025: Companies not Markets
Every year brings its share of surprises, whether economic, political, or technological. However, not all surprises are bad and not all volatility is negative.  At
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Commentary
Beyond 2024: Quality and innovation will matter more than ever
As the year 2024 comes to a close, we look back at a year of dramatic events.  Not all of them have turned out as
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Commentary
Micro is What We Do, Macro is What We Put Up With
One of our favourite quotes by Charlie Munger is “Micro is what we do, macro is what we put up with”.  It has never felt
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